CPA Recept / Admin Asst

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Located in Shreveport, LA

Salary: $18 - $24/hr

Our client is a well-established CPA firm looking to expand our team of professionals. We are currently seeking an energetic individual to facilitate the efficient operation of the firm by performing a variety of clerical, administrative and bookkeeping tasks.  Professional services experience is preferred but not required. 

• Answers and transfers phone calls, screening when necessary
• Welcomes visitors and clients to deliver an amazing client experience
• Prepares itemized statements, bills, invoices, and other necessary billing documents, verifying accuracy, correcting any errors
• Process client deliverables such as tax returns and financial statements
• Performs general bookkeeping work
• Maintains filing systems
• Retrieves information from files, email, and other related documents as requested by team members
• Responds to and resolves administrative inquiries and requests for help
• Coordinates and schedules meetings and appointments for firm
• Maintains office supplies and coordinates maintenance of office equipment
• Contacts clients to obtain, verify, and update account information when necessary
• Receive and process mail daily, generating shipping labels as needed
• Process payments via online banking and posts payments to customer accounts related to accounts receivable
• Database management including adding new clients to the system, recording address changes and purging inactive records
• Generates monthly financial summary sheets for the partner group
• Process internal employee expense reports for reimbursement
• Creates reports regarding the current status of client accounts as requested
• Assist with collections by researching client discrepancies and past-due amounts
• Copies, files, and retrieves materials for accounts receivable as needed
• Performs other related duties, as assigned

QUALIFICATIONS

• Excellent written and verbal communication skills
• Ability to prioritize work and work at a fast pace
• Excellent organizational and time management skills with a strong attention to detail
• Ability to solve problems as they arise
• Strong interpersonal and client service skills
• Ability to work independently on assigned tasks and accept direction on assignments
• Ability to work effectively with staff members and clients fully aligned with the firm’s values.
• Proficient in Microsoft Office
• Must be reliable and trustworthy

EDUCATION/EXPERIENCE

• Associate’s degree required; Bachelor’s degree in related field preferred
• Minimum of 3-5 years of experience in an administrative role; professional services a plus
• Experience with QuickBooks, Software a plus but not required

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